Our Approach
Our Approach
At Fiera Capital Private Wealth, we adopt a consultative process to determine a client’s risk tolerance and investment needs. Helping clients achieve their investment goals is our most important job.
Customized investment policy and strategy
Designed to achieve your investment objectives
The Investment Policy Statement (IPS) is a guiding document for your portfolio that serves as a framework for investment decision-making, ensuring discipline and consistency.
Your Investment Policy:
- Establishes the strategic asset allocation targets and ranges for tactical moves reflecting your risk/return profile.
- Ensures all parties are in agreement on how the portfolio will be managed.
- Specifies any limitations to be placed on any asset classes or specific securities.
Strategic and tactical asset allocation
Ensures your portfolio is properly positioned in all market conditions
Diversified and unique investment platform
Traditional and non-traditional asset classes act as the building blocks for your portfolio and improve risk-return opportunities
Portfolio optimization
Use of public and private assets with non-correlated sources of return to maximize the benefits of diversification
Utilizing non-traditional asset classes with low correlation can provide a further reduction in overall risk and a more sustainable return pattern.
Optimizing Portfolio Risk and Return
